Heather is Vice President of Corporate Services and has been with the firm since 2015. Heather and her team ensure operational effectiveness and sound financial management of the company. She also drives the development of policies and procedures critical to the firm’s adherence to industry regulations and corporate standards. Heather also serves as the firm’s Business Manager and is committed to driving results through process and innovation.
Heather’s 25 years in the financial services industry have combined to form a diverse and comprehensive background. In addition to her experience as a stockbroker at UBS Financial Services, she also served as an agent at New York Life and Office Manager at Genworth Insurance Services in Scottsdale. She holds a Master of Arts degree in Organizational Management, with a Bachelor of Science degree in Sociology.
Outside of work, she enjoys time relaxing at the beach with her husband, Lawrence, and their two young daughters, Samantha and Katharine.